May 25, 2026

Financial Analyst (QuickBooks Specialist)

Job Description

Job Duties


We are seeking a highly analytical and detail-oriented Financial Analyst with deep expertise in QuickBooks to oversee corporate financial health, drive forecasting models, and translate accounting data into strategic business insights. The ideal candidate will bridge the gap between traditional accounting and forward-looking financial planning and analysis (FP&A), maximizing our use of QuickBooks data to support leadership decision-making.

Key Responsibilities:

  • Build, maintain, and scale predictive financial models, rolling forecasts, and annual budgets by pulling and structuring granular data directly from QuickBooks.

  • Serve as the internal subject matter expert on QuickBooks. Audit, clean, and structure the Chart of Accounts, class tracking, and customer/job costing to ensure accurate micro-level financial reporting.

  • Conduct monthly variance analysis (Actual vs. Budget) and deliver clear, actionable narratives explaining operational drivers behind deviations.

  • Closely monitor cash flow metrics, working capital trends, and revenue pipelines to provide early warning indicators to leadership.

  • Identify inefficiencies in current bookkeeping-to-analysis pipelines and implement reporting automation using QuickBooks integrations, advanced Excel, or BI tools.

  • Prepare monthly, quarterly, and ad-hoc financial packages, KPIs, and dashboard presentations for stakeholders.

Minimum Education Required


A bachelor's degree in Finance, Accounting, Economics, or a related quantitative field is required.

QuickBooks Certified User / Certified ProAdvisor designation is highly preferred; a CPA or CMA track is a plus.

Minimum Experience Required


3+ years of progressive experience in corporate finance, financial planning, or accounting analysis.

Technical Proficiencies:

  • Advanced, expert-level mastery of QuickBooks (Desktop and/or Online).

  • Advanced Excel capabilities (nested formulas, Power Query, dynamic arrays, macro-modeling).

  • Familiarity with data visualization platforms (e.g., Power BI, Tableau) is a strong asset.

Shift


Split

Number of Openings


1

Compensation


$32.00 - $45.00 / Hourly

Postal Code


55443

Place of Work


Remote

Requisition ID


14050

Job Type


Full Time

Job Benefits


Benefits can be discussed at the interview.

Application Instructions


Please email team@platinumstaffing.net with the position title and your resume.

ID

efe9529e1c9527b363c6652c8cc8996e